Marketing
Our CPA Advantage program can help you map out a course to approach your existing clients, as well as identify and reach new clients through our proprietary programs including:

Business Opportunity Analysis
Our Business Opportunity Analysis program can help you identify specific needs your clients may have in the areas of Qualified Plans, Estate Planning, Investment Management, Life Insurance, etc.

Business Owner Seminar Series
The Business Owner Seminar Series is designed to address the needs of business owners, professionals and high-net-worth individuals in the areas of Estate Planning, Retirement Planning and Executive Benefits. The series can be customized, allowing you to tailor programs to fit the needs of your audience.

The Business Owner Seminar Series provides everything you’ll need to conduct a successful seminar, including:

  • A complete speaker’s script
  • Handouts
  • PowerPoint presentations
  • Step-by-step instructions

Customizable Brochures
& Marketing Material
Through your partnership with us, you'll have access to customizable brochures and marketing materials to introduce the new products and services you can offer to your clients.

CPA Symposium
The CPA Symposium provides an innovative approach to helping you and your CPA partner understand the tools, resources, and support that are available to help clients meet their financial goals and objectives through your partnership.

Newsletters*
Through our affiliation with various providers, we offer professionally produced newsletters that can be used as a service tool to maintain top-of-mind awareness with clients and advisors. Newsletters are four-page, full-color, with customizable mastheads. Action-oriented business reply cards, inserts and custom imprinted envelopes are other options available to subscribers.

Web Sites
Web sites provide many marketing opportunities — from attracting new business and servicing existing clients to increasing visibility. By partnering with us you’ll have access to a comprehensive and dynamic web site that includes:

  • Practice Profiles
  • Current newsletter articles
  • Financial Research Center
  • Financial Calculators
  • An email account
  • Market quotes
  • Plus many other custom solutions

We have the marketing expertise to help you become a leader in your new field. If you are ready to be a leader, you can be sure that we'll be there for you.

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